Portlet
Allows you to view Manager license counts by OBS and includes last login date.
theWorX
Training Documents
A Quick Reference Card to assist in managing access to the Project.
theBasiX
Training Video
This video provides an overview of project baselines and their purpose. It covers how to create both project and task baselines, as well as creating baselines within the Gantt.
theBasiX
Presentation (Information)
A 2015 RegoU presentation that provides information on managing data models.
theBasiX
Training Video
This video provides detailed instructions on creating benefit plans and how to associate benefit plans to cost and budget plans.
theBasiX
Training Video
This video covers submitting cost plans as budget plans using the plan of record, and approving and rejecting budget plans. It also shows how to compare planned and budget plans.
theBasiX
Training Video
This video provides detailed instruction on how to either manually create or automatically populate cost plans. It also covers copying cost plans and setting the plan of record.
theBasiX
Training Documents
A Quick Reference Card to assist in managing resource allocations.
theBasiX
Presentation (Information)
RegoU presentation where they review industry trends related to portfolio planning and talk about what each organization should aspire to portfolio processes.
theBasiX
Presentation (Information)
RegoU Presentation from February 2014. In this session, Rego’s team will take your knowledge of portlets to the next level by teaching you how to create portlets that provide drill-down capability, as well as hierarchical structure.
theBasiX
Presentation (Information)
RegoU Presentation from February 2014. In this session, you will learn how to develop an overall training strategy that can accommodate new users as updated functionality is deployed.
theBasiX
Presentation (Information)
A 2015 RegoU presentation that provides information on making the most of your training opportunities.
theBasiX
Presentation (Information)
Join Scott McLaughlin from Citrix and Stephan Anders from itdesign as they discuss Meisterplan.
theBasiX
Training Documents
A Quick Reference Card for new users that covers Menus, Toolbars, Icons and Buttons.
theBasiX
Presentation (Information)
This class reviewed how to create and implement balanced metrics to motivate and inform your teams.
theBasiX
Presentation (Information)
A 2015 RegoU presentation that reviews effective ways to use Metrics with Clarity PPM.
theBasiX
Presentation (Information)
This class was a working session that review different types of metrics and the problems they uncover as well as the problems they can cause.
theBasiX
Presentation (Information)
This class was a working session to review all of the content available out of the box and within the CA and Rego content packs.
theBasiX
Presentation (Information)
A PowerPoint presentation reviewing the differences between using MSP and OWB as an external scheduling too.
theBasiX
Training Documents
A document detailing some common MSP Errors and Issues, and suggestions for how to address them.
theWorX
Presentation (Information)
Learn how to effectively use MS Project with Clarity PPM in this training, which includes overviews of key settings, shortcuts, out-of-the box field mapping, and custom field mapping.
theBasiX
Presentation (Information)
This class was a practical guide on how to know what to move and when to move it.
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Portlet
The Milestone Task Dependency portlet shows the milestone task dependency count and has a drilldown to the details.
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Portlet
Shows resources’ timesheet statuses based on OBS.
theBasiX
Reports
Missing Timesheets by OBS.
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Portlet
Shows resources who have not submitted timesheet for a given time period (used by PM).
theBasiX
Reports
Missing Timesheets by Project Manager
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Portlet
Shows resources’ timesheet statuses in a given time period.
theBasiX
Reports
Missing Timesheets by Resource Manager
theWorX
Training Documents
A Quick Reference Card to assist in the use of the mobile app to approve timesheets in Clarity PPM.
theBasiX
Training Documents
A Quick Reference Card to assist in the use of the mobile app to enter time into Clarity PPM.
theBasiX
Training Documents
A reference guide for setting up and using CA’s Mobile Time Manager app for CA Clarity.
theBasiX
Presentation (Information)
Rego has two cutting-edge tools for the Modern UX.
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Reports
Monthly calendar view that shows actuals posted by a user for selected month.
theWorX
Reports
Monthly calendar view showing actuals posted by logged in user.
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Workflow Job
The Move Role to Team/Assignment process takes the role from the resource object and pushes that information into the team and assignment objects when the role is NULL on the team and assignment objects.
theWorX
Presentation (Information)
Most new companies start with SaaS hosting, and many On Premise companies make the switch. They like to outsource their infrastructure and upgrade easily. On the other hand, accessing a common, central system means Clarity PPM can’t be customized.
theBasiX
Technical Trick
This Technical Trick assists you in moving from Charge Code to Cost Type.
theWorX
Presentation (Information)
Learn how to effectively use MS Project with Clarity PPM in this training.
theBasiX
Presentation (Information)
A RegoU presentation where they learned how to effectively install and setup MS Project to connect with Clarity PPM, including help with the basic installation and setup on participant machines.
theBasiX
Presentation (Information)
RegoU presentation slide deck where they learned how to effectively use MS Project with Clarity PPM, including overviews of shortcuts, troubleshooting interface issues, best practice learnings, and how to maximize custom field mapping.
theBasiX
Technical Trick
Describes how to create a multi-select/multi-value filter parameter using a query.
theBasiX
Portlet
Quick reference guide to view all my action items.
theBasiX
Portlet
View my allocations across all projects.
theWorX
Portlet
View my assignments across all projects.
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Portlet
Displays a resource’s uploaded files on projects
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Portlet
View my issues across all projects.
theBasiX
Portlet
View my missing time for open time periods.
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Portlet
Portlet displaying the logged in user’s project allocations for their resources and overall % of their existing team.
theWorX
Portlet
Displays vacation hours planned and prior for the current user.
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Portlet
Displays vacation hours planned and prior for the current user in detail.
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Portlet
Displays time by quarter and type for all subordinate resources
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Portlet
View all risks that are assigned to the user logged in.
theBasiX
Portlet
Shows time posted to projects for weeks specified.
theBasiX
Presentation (Information)
RegoU demonstration of the new UX, new features in both classic and new UX, and the value of these features for customers.
theBasiX
Presentation (Information)
This session is dedicated to NPD users to discuss some of the unique requirements and configurations needed to support project management for new product development.
theBasiX
Presentation (Information)
This class will review the new APIs and discuss what they enable for you.
theBasiX
Presentation (Information)
This class went through the most common PPM use cases outside of IT - Engineering, NPD, PSA, Audit, Marketing, etc.
theBasiX
Presentation (Information)
This class taught how to build graphical portlets, grid portlets with summarized data, and tap into timescaled data with two-dimensional portlets.
theBasiX
Presentation (Information)
RegoU class taught how to build very complex portlets, for example tapping into time-scaled data to create a two-dimensional portlet.
theBasiX
Presentation (Information)
A 2019 RegoU presentation that teaches you how to build very complex portlets.
theBasiX
Presentation (Information)
This class will teach you how to build graphical portlets, grid portlets with summarized data, and tap into timescaled data with two-dimensional portlets.
theBasiX
Presentation (Information)
RegoU class taught how to create a simple chart portlet and then walk you through the steps required to build the more complex drilldown portlet.
theBasiX
Presentation (Information)
A 2019 RegoU course that reviews how to create a simple chart portlet and walk you through the steps required to build the more complex drill down portlet.
theBasiX
Portlet
Display Resource Actual Utilization of Availability by OBS Unit.
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Portlet
Portlet display Detailed Resource Actual Utilization of Availability by OBS Unit.
theWorX
Technical Trick
Instructions on how to find the information needed to connect Jaspersoft Studio to your Clarity instance.
theWorX
Presentation (Information)
A 2019 RegoU presentation that covers what Office 365 is, including insights into how Office 365 can help your teams work faster and smarter.
theBasiX
Presentation (Information)
This session discussed best practices in the creation and structure of an ongoing training/mentoring approach that assist with Clarity PPM adoption.
theBasiX
Presentation (Information)
RegoU presentation discussed best practices in the creation and structure of an ongoing training/mentoring approach that assist with Clarity PPM adoption.
theBasiX
Presentation (Information)
A RegoU 2019 presentation that discusses best practices in the creation and structuring of an ongoing training and mentoring approach to assist with Clarity PPM adoption.
theBasiX
Training Documents
A document which displays and describes the Out of the Box portlets available through v13.3
theBasiX
Workflow Job
Workflow process that closes the earliest open time period and opens the first closed time period after the latest open time period.
theBasiX
Training Video
Using views within Open WorkBench.
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Training Video
Using views within Open WorkBench.
theWorX
Training Video
Describes how to manipulate the Work Breakdown Structure (WBS) within OWB.
theWorX
Training Video
Describes how to manipulate the Work Breakdown Structure (WBS) within OWB.
theWorX
Training Video
Describes how to create dependencies in OWB.
theWorX
Training Video
Describes how to create dependencies in OWB.
theWorX
Training Video
Assigning resources to tasks within OWB.
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Training Video
Assigning resources to tasks within OWB.
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Training Video
Using the Transfer Assignments Wizard within OWB.
theWorX
Training Video
Using the Transfer Assignments Wizard within OWB.
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Training Video
Imposing Start and Finish Dates on a project within OWB.
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Training Video
Imposing Start and Finish Dates on a project within OWB.
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Training Video
Autoscheduling a project within OWB.
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Training Video
Autoscheduling a project within OWB.
theWorX
Training Video
Baselining a project within OWB.
theWorX
Training Video
Baselining a project within OWB.
theWorX
Training Video
Reviewing Pending Actuals and ETCs within OWB
theWorX
Training Video
Reviewing Pending Actuals and ETCs within OWB.
theWorX
Presentation (Information)
This class will teach you how to build graphical portlets, grid portlets with summarized data, and tap into timescaled data with two-dimensional portlets.
theBasiX
Presentation (Information)
Learn tricks to decrease the time you spend on project management, as well as best practices around plans, baselines, and dependences.
theBasiX
Presentation (Information)
Learn tricks to decrease the time you spend on project management, as well as best practices around plans, baselines, and dependencies.
theBasiX
Presentation (Information)
A 2015 RegoU presentation that reviews the elements of a successful support team.
theBasiX
Presentation (Information)
RegoU Presentation from February 2014. Determining the right number of people to include in your Clarity support team is essential to successful implementation.
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Presentation (Information)
A 2015 RegoU presentation that reviews the steps to interfacing Microsoft Project with Clarity PPM.
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Presentation (Information)
RegoU presentation discussed some best practices for ongoing OCM related to Clarity PPM.
theBasiX
Presentation (Information)
A 2019 RegoU presentation that provides a high-level overview covering the basics of change management as a practice to help your projects reach their goals and obtain benefits realization more quickly.
theBasiX
Presentation (Information)
This was a discussion on pros and cons of sticking to Clarity PPMs stock attributes, views, and general capabilities.
theBasiX
